Severn Financial Advisors, LLC logo

Severn Financial Advisors, LLC Employee Directory

Financial ServicesMaryland, United States0-1 Employees

Severn Financial Advisors, LLC operates in the financial services sector and is based in Annapolis, Maryland. The firm presents itself as independent from large Wall Street firms, aiming to deliver objective guidance and recommendations aligned with individual financial goals. Securities transactions are offered through Cambridge Investment Research, Inc., a registered broker-dealer, while investment advisory services are provided by Cambridge Investment Research Advisors, Inc., a registered investment adviser. 

It emphasizes a high level of personal service and relies on referrals from within the local community to grow its client base. The company describes itself as a small advisory practice with a local presence at 1610 West Street, Suite 105, Annapolis, MD 21401, and communicates through its listed contact channels. Cambridge and Severn Financial Group, LLC are not affiliated with each other.

Find Severn Financial Advisors, LLC employees' phone numbers or email addresses

Severn Financial Advisors, LLC Global Highlights

Location
Employees

North America
31

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  • United States Of America
    31

Severn Financial Advisors, LLC's Leadership

  • Stylized image of a person
    E. Y.
    Director Insurance
  • Stylized image of a person
    J. M.
    Director Equity Research
  • Stylized image of a person
    S. B.
    Director Insurance Operations
  • Stylized image of a person
    S. K.
    Director Investment Management And Research
  • Stylized image of a person
    C. F.
    Portfolio Manager Investment Management And Research
  • Stylized image of a person
    F. D.
    Portfolio Manager Fixed Income
  • Stylized image of a person
    J. D.
    Manager Advanced Planning
  • Stylized image of a person
    M. P.
    Product Manager

Severn Financial Advisors, LLC Employee Metrics

100%
50%
0%
2026
2025
  • Community & Social Services
  • Accounting
  • Administrative
  • Analytics
  • Arts & Design
  • Other

Contact profiles from Severn Financial Advisors, LLC

Name
Title
Contact
Location
Last Update
  • Stylized image of a person
    E. Y.
    Director Insurance
    Oct 21, 2024
  • Stylized image of a person
    J. M.
    Director Equity Research
    Oct 23, 2024
  • Stylized image of a person
    S. B.
    Director Insurance Operations
    Oct 23, 2024
  • Stylized image of a person
    S. K.
    Director Investment Management And Research
    Oct 23, 2024
  • Stylized image of a person
    C. F.
    Portfolio Manager Investment Management And Research
    Oct 22, 2024
  • Stylized image of a person
    F. D.
    Portfolio Manager Fixed Income
    Oct 23, 2024
  • Stylized image of a person
    J. D.
    Manager Advanced Planning
    Oct 18, 2024
  • Stylized image of a person
    M. P.
    Product Manager
    Oct 17, 2024
  • Stylized image of a person
    M. C.
    Case Manager
    Oct 22, 2024
  • Stylized image of a person
    M. F.
    Team Lead Insurance Operations
    Oct 22, 2024

Frequently Asked Questions

What is Severn Financial Advisors, LLC known for?

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Severn Financial Advisors, LLC operates in the Financial Services industry; you can contact the main corporate office by phone at . Explore Severn Financial Advisors, LLC's company overview page for more information.

What is Severn Financial Advisors, LLC's most common email format?

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Severn Financial Advisors, LLC employees' email format typically follows the pattern of . Trying to find reliable and up-to-date employee contact data? Find more Severn Financial Advisors, LLC email formats with LeadIQ.

How many employees does Severn Financial Advisors, LLC have currently?

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Severn Financial Advisors, LLC has approximately 1 employees as of July 2026. These team members are located across 1 continents, including North America.

Who are Severn Financial Advisors, LLC's key employees and leadership?

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As of July 2026, Severn Financial Advisors, LLC's key employees include:

  • Director Insurance: E. Y.
  • Director Equity Research: J. M.
  • Director Insurance Operations: S. B.
  • Director Investment Management And Research: S. K.
  • Portfolio Manager Investment Management And Research: C. F.

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